JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Nasdaq
NDAQ
$54.3B
| $193M | 0.04% |
5,819,427
-28,563
| -0.5% | -$946K |
|
427
Technology Select Sector SPDR Fund
XLK
$86.3B
| $192M | 0.04% |
2,378,099
+527,124
| +28% | +$42.4M |
|
|
LSXMK
428
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $190M | 0.04% |
5,941,748
-745,649
| -11% | -$23.8M |
|
429
Invesco
IVZ
$9.88B
| $189M | 0.04% |
11,142,059
+1,000,589
| +10% | +$17M |
|
|
WCG
430
DELISTED
Wellcare Health Plans, Inc.
WCG
| $189M | 0.04% |
727,959
-15,551
| -2% | -$4.03M |
|
431
PVH
PVH
$3.93B
| $188M | 0.04% |
2,127,757
-3,553,287
| -63% | -$314M |
|
432
McKesson
MCK
$87.8B
| $187M | 0.04% |
1,371,723
+555,927
| +68% | +$76M |
|
433
Suncor Energy
SU
$51.3B
| $187M | 0.04% |
5,932,817
+384,743
| +7% | +$12.2M |
|
434
Vodafone
VOD
$28.1B
| $187M | 0.04% |
9,406,987
+1,094,373
| +13% | +$21.8M |
|
435
United Parcel Service
UPS
$71.1B
| $187M | 0.04% |
1,557,150
-1,284,041
| -45% | -$154M |
|
436
Bank of Montreal
BMO
$90.5B
| $187M | 0.04% |
2,529,717
+374,633
| +17% | +$27.6M |
|
437
Humana
HUM
$32.9B
| $186M | 0.04% |
727,285
-1,284,355
| -64% | -$328M |
|
438
Kinsale Capital Group
KNSL
$9.92B
| $184M | 0.04% |
1,783,236
+353,667
| +25% | +$36.5M |
|
|
SPLK
439
DELISTED
Splunk Inc
SPLK
| $183M | 0.04% |
1,552,936
-904,637
| -37% | -$107M |
|
440
Encompass Health
EHC
$12.6B
| $182M | 0.04% |
3,611,937
+443,073
| +14% | +$22.3M |
|
441
Cushman & Wakefield
CWK
$3.7B
| $182M | 0.04% |
9,803,251
+487,617
| +5% | +$9.04M |
|
442
RPM International
RPM
$16B
| $181M | 0.04% |
2,637,131
-485,812
| -16% | -$33.4M |
|
443
Crown Castle
CCI
$40.9B
| $178M | 0.04% |
1,283,892
+914,187
| +247% | +$127M |
|
444
Bright Horizons
BFAM
$6.36B
| $178M | 0.04% |
1,169,051
-157,079
| -12% | -$24M |
|
445
iShares Biotechnology ETF
IBB
$5.64B
| $178M | 0.04% |
1,788,123
+680,054
| +61% | +$67.7M |
|
446
Brunswick
BC
$4.23B
| $177M | 0.04% |
3,387,843
+169,418
| +5% | +$8.83M |
|
447
Logitech
LOGI
$16B
| $176M | 0.04% |
4,315,052
+60,915
| +1% | +$2.48M |
|
448
Elanco Animal Health
ELAN
$9.11B
| $176M | 0.04% |
6,602,385
+244,349
| +4% | +$6.5M |
|
449
Molina Healthcare
MOH
$9.71B
| $176M | 0.04% |
1,599,833
+445,401
| +39% | +$48.9M |
|
450
Nexstar Media Group
NXST
$5.98B
| $174M | 0.03% |
1,699,180
-96,439
| -5% | -$9.87M |
|